Use this page to modify a company record.
When performing a transaction (for example, debiting an account), you can click the Company Name link to modify the company record.
The Change Company Details page includes the following options:
| Name of Field | Type | Description |
Customer |
||
Company Name |
Text |
Name of the company. Required. |
Street |
Text |
Street address of the company. Required. |
Country |
Dropdown list |
Country of the customer's address.
Note: This field only appears if you have selected the Allow international addresses option in System Settings - General.
If you select a country whose states are not in ACTIVE Net's database (for example: Afghanistan), the dropdown list for states disappears and a text box appears in its place, where you can manually enter the name of the state. |
City |
Text |
City of the company's address. Required. |
State |
Dropdown list/Text |
State or province of the customer's address. Required. |
Zip Code |
Text |
Zip or postal code of the company's address. Required. |
Contact |
||
Text |
Contact e-mail address of the company. |
|
Phone 1 |
Numeric |
Main phone number of the company.
At least one of these two numbers is required. |
Phone 2 |
Numeric |
Other phone number of the company. |
Fax |
Numeric |
Fax number of the company. |
Web Site |
Text |
Website of the company. |
Miscellaneous |
||
Special Handling? |
Checkbox |
Select this checkbox if staff needs to be notified that the company requires special handling.
If selected, an alert siren icon |
Geographic Area |
Dropdown list |
Geographic area where the company is located, as selected from a predefined list. |
Customer Type |
Dropdown list |
Customer type under which the company is classified.
This determines the charges applied for facility reservations, as specified in the Charge Matrix.
You can specify the default customer type at System Settings > Online. |
Payment Terms |
Text |
Payment terms used by the company.
For reference purposes only. |
Notes |
Text |
General notes about the company. |
is displayed
when the company makes a transaction. Click the icon to display
the company's alert notes.